Q: I'm considering a switch from CNQ to PEY, would you make that change? PEY has been doing well in recent years and CNQ has been lagging behind. What's your thought on that idea? Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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North West Company Inc. (The) (NWC)
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Russel Metals Inc. (RUS)
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Leon's Furniture Limited (LNF)
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Hydro One Limited (H)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Thanks
Thanks
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Fortis Inc. (FTS)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Nutrien Ltd. (NTR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Nvidia CDR (CAD Hedged) (NVDA)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hello all,
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.
They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)
Please note, the American equities would be CDRs and hedged.
Here are my questions:
What entry point/range would you be comfortable buying any of these securities listed?
Do you recommend half positions in any of them at this time? Please list.
Taking into account the time frame, are there any companies you would recommend not buying?
Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?
Please mention if there are other securities that might be better in satisfying the stated objective.
Do you forsee any problems with this approach and do you recommend something else to help offset anything?
I know that you don't have a crystal ball but your opinion is appreciated.
Please take as many credits as required.
Respectfully,
Arturo
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Canadian Natural Resources Limited (CNQ)
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Peyto Exploration & Development Corp. (PEY)
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Celestica Inc. (CLS)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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TC Energy Corporation (TRP)
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Pembina Pipeline Corporation (PPL)
Q: Currently I have an overweight position in energy, with full positions in CNQ, SU, TOU, ENB and half positions in TRP and WCP. Does it make sense to sell TRP at this time and take a full position in PPL? Does it make sense to hold both CNQ and SU or is there a significant correlation between the two, if so, which would you keep?
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Mainstreet Equity Corp. (MEQ)
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GFL Environmental Inc. subordinate voting shares (GFL)
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MDA Space Ltd. (MDA)
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Lumine Group Inc. (LMN)
Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help
Q: Back in September 2024, I had asked whether it might be a good idea to rotate from ENB to a producer like CNQ/CVE. 5i's response as the time was that it was not a fan of "fixing' things that are not broken".
This has so far been good call because ENB has faired well while the producers are hitting new lows.
My question is: at what point does the risk/reward become such that rotating into the producers make sense?
This has so far been good call because ENB has faired well while the producers are hitting new lows.
My question is: at what point does the risk/reward become such that rotating into the producers make sense?
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Williams Companies Inc. (The) (WMB)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Axon Enterprise Inc. (AXON)
Q: I currently own ENB (full position), SU and WMB in my RRIF. I am thinking I would like to increase my dividend income to help meet my annual withdrawal. I am trying to decide whether to sell WMB and buy more SU (more dividend income); sell WMB and replace it with CNQ (dividend bump and retain diversification) or stay the course and sell some shares if needed. I would appreciate your opinion which could include an option I have not considered.
On a different note, we had the misfortune of having our home broken into in Toronto. During the course of the investigation the officer suggested we download the images captured by our door alarm using their Axon app. I took the opportunity to ask the officer about Axon which I own (get a little intel to turn my lemon experience into lemonade maybe!). He said the officers love the software and they were looking forward to getting the upgraded Taser within the next few months. So it was nice to get that positive news.
Appreciate your insight.
Paul F.
On a different note, we had the misfortune of having our home broken into in Toronto. During the course of the investigation the officer suggested we download the images captured by our door alarm using their Axon app. I took the opportunity to ask the officer about Axon which I own (get a little intel to turn my lemon experience into lemonade maybe!). He said the officers love the software and they were looking forward to getting the upgraded Taser within the next few months. So it was nice to get that positive news.
Appreciate your insight.
Paul F.
Q: I remember hearing that CNQ breaks even at $50 dollar oil. Question is, is this true, and does that include dividends. Also, I would like to know about CVE, Whitecap. I am wondering about US oil companies in the basins of Texas area and Montana area. What oil price do they need to keep operating (cost of operations).
Thank You again for your excellent services.
Earl
Thank You again for your excellent services.
Earl
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Bank of Nova Scotia (The) (BNS)
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Canadian Natural Resources Limited (CNQ)
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Great-West Lifeco Inc. (GWO)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Peyto Exploration & Development Corp. (PEY)
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WSP Global Inc. (WSP)
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Northland Power Inc. (NPI)
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FirstService Corporation (FSV)
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Toromont Industries Ltd. (TIH)
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Birchcliff Energy Ltd. (BIR)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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EQB Inc. (EQB)
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Olympia Financial Group Inc. (OLY)
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GFL Environmental Inc. subordinate voting shares (GFL)
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Topaz Energy Corp. (TPZ)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
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Home Depot Inc. (The) (HD)
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Nike Inc. (NKE)
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United Airlines Holdings Inc. (UAL)
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Air Canada Voting and Variable Voting Shares (AC)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Secure Waste Infrastructure Corp. (SES)
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Capstone Copper Corp. (CS)
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SPDR Biotech ETF (XBI)
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Crocs Inc. (CROX)
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Deckers Outdoor Corporation (DECK)
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Stellantis N.V. (STLA)
Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
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Canadian Natural Resources Limited (CNQ)
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Granite Real Estate Investment Trust (GRT.UN)
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Blackstone Inc. (BX)
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The Trade Desk Inc. (TTD)
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Applovin Corporation (APP)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks
Thanks
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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Stella-Jones Inc. (SJ)
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TerraVest Industries Inc. (TVK)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: hi 5i. sorry for the number of equities in this. you seem to like all (most?) of these companies. I have none of these in my portfolio, but have been trying to get in at lower prices. can you please rank as buy, sell, or hold. can you flag any that you have more concern with re the uncertain investing markets right now ie any to totally avoid? could you give a price point at which you would be buyers of the equities.
cheers and thanks, Chris
cheers and thanks, Chris
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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Procter & Gamble Company (The) (PG)
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Prudential Financial Inc. (PRU)
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Canadian National Railway Company (CNR)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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Nutrien Ltd. (NTR)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.
Q: Looking to take a position in either IMO or CNQ. Capital appreciation is more important than dividend income. Which would you prefer and why. Thank you.
Q: First off, thanks for your unbiased opinions over the years they have been great. I had always been looking for an entry in to CNQ. I reviewed all the questions on it and bought in at $37.00 +- for a long term hold 6.4 dividend. Maybe it will go lower but in 20 years time it will not matter. Thanks Steve
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Canadian Natural Resources Limited (CNQ)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Constellation Energy Corporation (CEG)
Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.
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Canadian Natural Resources Limited (CNQ)
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Whitecap Resources Inc. (WCP)
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Tamarack Valley Energy Ltd. (TVE)
Q: It has been suggested that this time of volatility is a good opportunity for upgrading the quality of one’s investments. It has also been suggested that one not panic and do anything precipitously. I currently hold WCP and TVE, not surprisingly at a considerable loss; many commentators point to CNQ as top grade. What is your view of selling the 2 and replacing with CNQ - switch or hang tough? Many thanks.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Tamarack Valley Energy Ltd. (TVE)
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TerraVest Industries Inc. (TVK)
Q: These seem to be your favourites in the O&G sector. Which would you buy at this point?
If they not your top two, please add your recommended company or ETF.
Thanks!
If they not your top two, please add your recommended company or ETF.
Thanks!
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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BMO Equal Weight REITs Index ETF (ZRE)
Q: What are your top dividend paying recommendations for a long term hold?
And how does SouthBow compare to them?
And how does SouthBow compare to them?